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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Avi Global Trust Plc | LSE:AGT | London | Ordinary Share | GB00BLH3CY60 | ORD 2P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 237.00 | 236.00 | 237.00 | 237.00 | 235.50 | 236.00 | 443,850 | 16:35:18 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Unit Inv Tr, Closed-end Mgmt | 147.05M | 134.14M | 0.2914 | 8.10 | 1.09B |
Date | Subject | Author | Discuss |
---|---|---|---|
26/7/2021 12:47 | I know, pretty long URL but it should show a pretty good week for Symphony (SIHL) | vacendak | |
24/7/2021 09:07 | That is weird indeed, I always read the update from the PDF found on the AVI website and as BiggestBill mentioned, everything is logical on that version. | vacendak | |
23/7/2021 17:37 | Thanks. The LSE RNS Number : 1784G AVI Global Trust PLC 22 July 2021 has Japan Special Sits in both columns, which is what I was reading. Jump to the bottom of | emptyglass | |
23/7/2021 09:40 | Emptyglass, are you sure that you are looking at the right update? Japan Special Situations only appears in the largest contributors column. | biggest bill | |
22/7/2021 18:46 | Why is the Japan Special Situations in both Largest Contributors and Largest Detractors in the monthly update ? . Asking for a friend. I ventured it could happen if you split the constituents. | emptyglass | |
22/7/2021 10:42 | Still no update on Symphony and the latest PSH/Tontine/UMG story is too recent to have made it to the June newsletter. | vacendak | |
05/7/2021 14:21 | And now having a go at "Third Point Investors Ltd". | vacendak | |
26/6/2021 17:14 | Yes there are a few bits of dead wood they need to sort out (which I believe the current manager inherited from the previous manager) - as well as Symphony, there is also Tetragon which I think they still hold (been on a 50% odd discount for years because of governance issues but never seems to go anywhere). The newer investments look a lot more promising though so no complaints from me. | riverman77 | |
26/6/2021 15:59 | Reading the latest factsheet, AGT has sold its Kinnevik holdings. It was bought cheap, then they doubled-down when dirt cheap and have now sold at a premium. This is textbook AVI stuff. They used the money to lower the gearing a bit. Now, let see how they sort out the mess at Symphony. There is no update about this in the latest factsheet. | vacendak | |
21/6/2021 16:02 | From above factsheet, new investment: | rambutan2 | |
17/5/2021 14:16 | I bought some Apollo a few weeks ago. Delighted to see they have followed me in. Love a little confirmation bias. Ha Ha. | steve3sandal | |
21/4/2021 10:13 | down again today even as markets pick up again which is a concern . I did exit recently and wait for opportunity to re-enter ! | arja | |
16/4/2021 21:35 | Just checked latest performance and NAV returned 29% over past six months - that makes it number 1 out of all its global IT peers by some distance. Very much supports my view that AGT will do well in a value investing environment. Can see the discount disappearing pretty quickly and could even go to premium. | riverman77 | |
16/4/2021 11:14 | Yes a lot of unlocked value in this portfolio and genuinely differentiated from all the other global equity ITs. | riverman77 | |
16/4/2021 11:04 | The outperformance since Joe Bauernfreund has taken over has been very marked. Outperforming the world index over the last 5 years with little exposure to the USA has been very impressive. The discount is now starting to close and I expect the discount to go to zero in the next year or so. A case could easily be made for agt to go to a premium in the future. I remember the days when British Empire traded at a premium before the years of dull performance. | biggest bill | |
15/4/2021 17:31 | £10.00 a share and not a penny more (or less)! | vacendak | |
15/4/2021 10:08 | This makes sense. What I remember now - I still have not looked for the reference - was a holding company they had their eyes on, trading at a discount, with some Porsche in it and AGT/BTEM at the time saying that those Porsche shares traded at a premium. In other words, there was value in whatever that company was called. So they have indeed been sniffing around Porsche one way or another for a while. | vacendak |
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